See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,296 | $138,044+79.9% | $125,339+98.1% | $134,475+84.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.68% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $5,471 | $5,243+4.3% | $4,814+13.7% | $4,740+15.4% |
| Participant deferral / active EE | $20,500 | $7,799+162.9% | $7,446+175.3% | $6,400+220.3% |
| Admin fee / account holder | $108,448 | $11,571+837.2% | $10,010+983.4% | $11,426+849.1% |